Description
We are looking for an experienced and dynamic Operations/Financial Services Manager of to lead and enhance our practice management initiatives in Carpinteria, California. This role focuses on developing and delivering comprehensive training programs for Financial Center owners and financial team members, helping them transition to sustainable, growth-oriented practices. The ideal candidate will bring expertise in financial services, education, or business management and have a passion for fostering ongoing development and operational excellence.


Responsibilities:

• Design and maintain a robust library of practice management training materials, including manuals, online courses, videos, and presentations, to address the needs of Financial Centers and financial team members.

• Collaborate with stakeholders across sales, marketing, and recruiting to identify skill gaps and develop targeted training solutions to bridge them.

• Condu...